AgencyBloc integrations
Use Nekton to connect AgencyBloc with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate AgencyBloc integrations with Nekton
Create automations that integrate AgencyBloc with other services
Nekton AI can integrate AgencyBloc with many online apps and tools.
Here are some popular integrations you can try to automate your AgencyBloc workflows:
AgencyBloc actions
Nekton can use any feature that is available in AgencyBloc API.
Using our advanced AI, you can easily create custom automations for AgencyBloc.
Here are some typical actions you can do in your automated workflows.
Create Activity
Creates an Activity in AgencyBloc.
Create Individual
Creates an Individual in AgencyBloc.
Get Activity by ID
Find and include Activity information by Activity ID.
Get Individual by ID
Find and include Individual information by Individual ID.
Get Individual by Email and Name
Finds An Individual By Email And Name
Get Policy by ID
Find and include Policy information by Policy ID.
Create Group
Creates a Group in AgencyBloc.
Create Policy
Creates a Policy in AgencyBloc.
Get Group by ID
Find and include Group information by Group ID.
Get Individual by Date of Birth and Name
Finds An Individual By Date Of Birth And Name
Get Individual by Phone Number and Name
Finds An Individual by Phone Number and Name
Activity Created
Triggers when an Activity is created in AgencyBloc.
Group Created
Triggers when a Group is created in AgencyBloc.
Individual Created
Triggers when an Individual is created in AgencyBloc.
Policy Created
Triggers when a Policy is created in AgencyBloc.
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Group Updated
Triggers when a Group is updated in AgencyBloc.
Individual Updated
Triggers when an Individual is updated in AgencyBloc.
About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.